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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,647 | $81,276+41.1% | $155,574-26.3% | $80,925+41.7% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.7%+19.6pp |
| Annual return | 11.86% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $6,969 | $3,103+124.6% | $4,676+49.0% | $2,756+152.8% |
| Participant deferral / active EE | $4,722 | $3,453+36.7% | $5,629-16.1% | $4,299+9.8% |
| Admin fee / account holder | $6,310 | $7,993-21.1% | $15,914-60.4% | $6,940-9.1% |